What is Insulet's capitalized software licenses?

Insulet (PODD) reported capitalized software licenses of $114.8M in Q1 2026.

How has Insulet's capitalized software licenses changed year-over-year?

Insulet's capitalized software licenses increased by 11.8% year-over-year, from $102.7M to $114.8M.

What is the long-term trend for Insulet's capitalized software licenses?

Over 5 years (2020 to 2025), Insulet's capitalized software licenses has grown at a 35.5% compound annual growth rate (CAGR), from $24.2M to $110.7M.

Insulet PODD Capitalized software licenses

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Other financials

Income statement

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Revenue$761.7M+33.9%

Gross profit$529.0M+29.3%

Operating income$122.1M+37.5%

Net income$91.1M+157%

EPS (diluted)$1.30+160%

Balance sheet

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Cash & equivalents$480.4M-62.6%

Total debt$969.7M-45.5%

Total equity$1.3B-2.1%

Total assets$3.0B-15.1%

Cash flow

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Operating cash flow$113.8M+78.4%

CapEx$24.3M+97.6%

Free cash flow$89.5M+73.8%

Valuation

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Market cap$10.1B-19.9%

Enterprise value$10.59B-19.4%

P/E33.3×+2.0×

P/S3.5×-2.3×

Profitability

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Gross margin71%+0.6pp

Operating margin17.5%+2.0pp

Net margin10.4%-7.9pp

FCF margin14.3%+1.1pp

Returns & leverage

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Return on equity23%-14.9pp

Debt / equity0.7×-0.6×

Current ratio2.5×-2.0×

Where this comes from

Reported directly by Insulet in its filing.

Tagged under the XBRL concept us-gaap:CapitalizedComputerSoftwareNet.

The official record: Insulet’s 10-Q, filed May 6, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Insulet's capitalized software licenses?: Insulet (PODD) reported capitalized software licenses of $114.8M in Q1 2026.
How has Insulet's capitalized software licenses changed year-over-year?: Insulet's capitalized software licenses increased by 11.8% year-over-year, from $102.7M to $114.8M.
What is the long-term trend for Insulet's capitalized software licenses?: Over 5 years (2020 to 2025), Insulet's capitalized software licenses has grown at a 35.5% compound annual growth rate (CAGR), from $24.2M to $110.7M.